An Integrations Hub pushback only writes data to custom objects that have the prefix OW_. This safety ensures robust integrations can be built without worry of impacting other parts of your Salesforce Setup. Using Salesforce Flow you can take data pushed back to the OW_ object and place it anywhere your organization's requirements dictate.
You will be bouncing back and forth between Integrations Hub and your Salesforce environment, so we recommend opening them in separate tabs.
This article will cover:
Initial Setup
Testing
Adding Additional Fields
Starting Your Pushback
This article covers a lot of steps that have to be taken in a Salesforce environment.
Every Salesforce instance is different. Please contact your Salesforce administrator, share this article, and make them aware of your project needs before undertaking any work within Salesforce.
INITIAL SETUP
Starting off in Integrations Hub:
1. Head to the Integrations Hub and choose Connectors > Pushback > +Add > Salesforce (Applications).
2. Give your pushback a name. Then select the Program, Round, and status of the applications you want to push into Salesforce.
3. Hit Save.
4. Next, copy the Package URL provided at the top of your pushback connector using the “copy” icon.
In Salesforce:
5. In a separate tab, paste the package link into your browser. This should take you to a Salesforce login screen.
(Some organizations may need to add 'test.' in front of 'salesforce.com' in the URL in order to make sure you log into your staging site and not production.)
6. Login with a Salesforce administrative account that has API permissions.
Once logged in, you should see the following screen to prompting you to Install OpenWater Pushback.
7. Click Install.
NOTE: Salesforce may ask you to login again, and it may also prompt you to upgrade the OpenWater pushback. Log in again and click Upgrade if required.
8. You should see an installation/upgrade complete screen. Click Done.
You should then be able to view your installed package in Salesforce.
Back to Integrations Hub:
9. In the credentials field, click to Add New Credentials (or select existing credentials if you have already authenticated with this same user).
You can set up new credentials via an admin token link or via an SF administrator username and password, for which you will also need to add a Security Token, Client ID, and Client Secret from within your Salesforce environment’s OpenWater application.
10. If you are creating new credentials using an admin token link, copy the admin token link via the blue “copy” icon, then hit Add.
11. Once your credentials are created, hit ‘Save’ in the top left of your pushback connector.
Back to Salesforce:
If you chose to set up credentials via admin token link:
12. In a new tab, paste the credentials that you copied via the credentials copy icon into a new tab.
13. It should take you to another Salesforce login page. Login again using your same administrator account.
14. Click ‘Allow’. It should then take you to a blank screen with the word ‘Done’.
In Integrations Hub:
15. Navigate back over to your pushback connector page in IH and Refresh the whole page (the whole tab/page, not the refresh button).
16. Click ‘Show Credentials Details’ to confirm your verification went through.
17. The green checkmark with “Verified” means you successfully authenticated the admin token. This will appear as a red “Not Verified” before authentication.
18. Hit Save at the top right of your connector page.
19. Click to go into the Field Mapping tab.
20. Click the ‘Initialize Mapping Fields’ button and then click ‘Create’ in the pop up window.
Basic fields connected back to the Salesforce object installed by your package should then pre-populate in the Field Mapping tab.
(This set of fields alone should be enough to test your connection by pushing an application into Salesforce, but you may also want to include additional fields in your pushback, which we will cover below.)
21. Hit Save.
TESTING
Now let’s test your connection before we add any additional fields.
22. To test, find the application number of a completed application you want to push from your OpenWater program and hit ‘Test’.
23. Hit ‘OK’ to test.
24. Enter the application number for the application you want to push and hit the blue ‘OK’ button.
There will be a quick pop-up green checkmark notification if your test application pushed successfully. (If there is an error, it will show an error message on the right side of the screen with more information to use for troubleshooting.)
Now let’s confirm in Salesforce by using a report.
Back in Salesforce:
Note: If you are already familiar with Salesforce Objects and workflows, you can either:
Skip straight to the step 28 to set up a report to confirm your test pushed successfully
OR
Skip to step 39 to start customizing your pushback with additional fields.
25. Go to ‘Quick Find’. Search for and click on ‘Object Manager’.
While we won't be doing anything in the Object itself at this time, it is good to take a look at this if you are less familiar with Salesforce.
26. Scroll through the list of Salesforce Objects to find the object that was installed with the package in our earlier steps. Your Object should begin with “OW” or “OW_Application”.
27. Click the name of the Object to open and explore.
There are a variety of options on the left-hand menu within Salesforce to set up workflows. Every Salesforce environment is set up differently, and a pushback to a Salesforce Object can be used in any number of workflows.
However, there is no way to see the data you’ve pushed into the Salesforce Object from the Object itself. To do this, you would need to set up a report or other workflow.
Steps 28-38 are included here to show how to set up a brief report through which you can view the information pushing from OpenWater into your Salesforce Object.
It is likely that you will want to set up your own workflows according to your program needs.
Now that we're feeling comfortable with finding and understanding how our Salesforce Object is set up, we will set up a Report to view what records are being pushed into the Object.
28. In Setup, go to ‘Quick Find’. Search for and select ‘Report Types’.
29. Hit ‘Continue’.
30. Click ‘New Custom Report Type’.
31. Select the OW_Application Object that you created as the ‘Primary Object’ for your report.
32. Fill out the required details.
33. Hit ‘Next’ to define your report records set. In this example, we only want to view the records and we are not relating our Object to any other Salesforce Objects.
34. Hit ‘Save’.
35. You’ve now created a new Salesforce report type and can hit ‘Close’.
36. To now 'run' this type of report, find the Report Type you just created and hit the carrot at the end of the row. Select ‘Start Report’.
From there, the report will open to show the records available to run in the report. If your test worked successfully, you should see the number of the test application you pushed listed.
37. Hit the blue ‘Run’ button in the top right corner to run the report.
38. Once you’ve run the report, you can click the number of the test application to open and view the information that was pushed from OpenWater.
Take a look at the information pushed for this OpenWater application into its new Salesforce record and confirm everything is populating as expected.
Hurrah! Our test was successful and our pushback connection works.
ADDING ADDITIONAL FIELDS
This next set of steps covers adding specific fields from your OpenWater program into your pushback.
39. Navigate back to ‘Object Manager’ and select your Object like we did in steps 25-27.
40. In the left-hand details menu, select ‘Fields & Relationships’, then click the button ‘New’.
41. Select the type of field correct for the data you want to push.
We recommend text fields. You may want to experiment with testing how data comes over from OpenWater into your fields if you want to use different field types.
42. Once selected, hit ‘Next’.
43. Enter the details needed for your new field and hit ‘Next’.
44. Set Field-level security according to your workflow needs and hit ‘Next’.
45. Add to page layouts and hit ‘Save’, or hit ‘Save & New’ if you want to repeat these steps to add more new fields.
Back in Integrations Hub:
46. After you’ve finished adding the fields you want to bring over from OpenWater into your Salesforce Object, return to your pushback in Integrations Hub and refresh the tab/page.
47. Then hit ‘Refresh’ on your connector, and then hit ‘Save’.
48. Open the ‘Field Mapping’ tab.
49. Then click ‘Add Field’ to add more fields to the pushback.
The field mapping will automatically map to your OW Salesforce Object under ‘Salesforce Object’. The ‘Salesforce Field’ you select should be the field name(s) for the field(s) you just created in Salesforce.
50. Begin field mapping with your new fields.
51. Hit Save.
52. Test your pushback again in Integrations Hub by selecting ‘Test’, entering the same number of the test application you pushed previously, and hitting 'Test'.
Confirming Your Test Updates in Salesforce:
If your test application in Integrations Hub pushes successfully, you may want to double check how it looks in Salesforce.
53. Just like in step 28, find and reopen your report type in Salesforce.
54. Hit ‘Edit’ to open the report type.
55. Hit ‘Save’ to update the report type.
56. Then hit ‘Start Report’ to open the report again.
57. Hit the blue ‘Run’ button to run the report and populate the new fields with the new data being pushed.
58. Click on the number of the test application you pushed to see all the new info.
If necessary, update your field types in Salesforce and/or field mapping in Integrations Hub and retest as needed.
STARTING YOUR PUSHBACK
Once you are you are satisfied with the way your data is pushing into your Salesforce Object, you can now set the pushback to run fully.
In Integrations Hub:
59. Hit “Run Once” to have all applications that fit the criteria for your pushback push into your Salesforce Object.
60. You can view all of the records that you pushed via the ‘Logs’ tab for your pushback connector. You will see a status of “Success” for those that push successfully. (“Failed” will show if there is an issue with the application that is trying to push.)
You can also check by re-running your report or other workflow in Salesforce:
If you want to set your pushback to run automatically on a recurring basis, you can do this in the Job Configuration settings.
61. Once you’ve set your ‘Job Configuration’ hit ‘Save’.
62. Then, hit ‘Start’ to begin the pushback running automatically.
63. Once you have hit “Start”, the Status in the top right corner of your pushback will turn from “Inactive” to “Active”.
You did it!
